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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,058 | $110,137+23.5% | $161,149-15.6% | $82,637+64.6% |
| Participation rate | 79.3% | 72.4%+7.0pp | 78.8%+0.5pp | 68.1%+11.3pp |
| Annual return | 14.81% | 20.69%-5.9pp | 21.16%-6.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,650 | $2,856-42.2% | $4,360-62.2% | $2,552-35.3% |
| Participant deferral / active EE | $6,720 | $4,575+46.9% | $6,153+9.2% | $4,126+62.9% |
| Admin fee / account holder | $22,492 | $9,467+137.6% | $15,194+48.0% | $7,339+206.5% |